How many benefit plans does Financial Partners Credit Union report on Form 5500?

Financial Partners Credit Union (EIN 95-1653038) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Financial Partners Credit Union?

The Employer Identification Number (EIN) reported for Financial Partners Credit Union is 95-1653038.

What is the latest Form 5500 filing year for Financial Partners Credit Union?

The latest loaded Form 5500 filing year for Financial Partners Credit Union is 2023.

Financial Partners Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Financial Partners Credit Union (EIN 95-1653038) is a plan sponsor located in Downey, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 95-1653038
Location: Downey, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $33,474,197
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $33,474,197

Contributions & income

Employer contributions: $949,797
Participant contributions: $1,998,093
Total income / additions: $7,918,440

Expenses & distributions

Benefits paid / distributions: $3,460,610
Total expenses: $3,563,966
Net increase / (decrease): $4,354,474

Coverage

Total reported participants: 677
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Financial Partners Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Financial Partners Credit Union Employees' 401(K) Savings Plan	002	425	$33,474,197	2023
Financial Partners Credit Union Health & Welfare	508	252	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Financial Partners Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Financial Partners Credit Union Employees' 401(K) Savings Plan	425	H, C	20240904174138NAL0036989072001
2023	Financial Partners Credit Union Health & Welfare	252	—	20250812175611NAL0004455459001